True North Advisors, LLC
True North Advisors, LLC (CRD# 116048) is a financial advisory firm headquartered in Dallas, TX. They manage $3,006,399,719 in 3,532 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management3,006MILLION
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Total Number of Accounts3,532ACCOUNTS
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Average Account Value$851,189
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, KS, LA, MO, NH, TX, VA
Jamie Scott (CRD# 6690658) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry. Jamie Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tara Scottino (CRD# 4146737) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 23 years of experience in the finance industry. Tara Scottino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Wood (CRD# 2114641) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 32 years of experience in the finance industry.
Christopher Conlan (CRD# 4979475) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 11 years of experience in the finance industry.
Kellie Crewse (CRD# 5736497) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 14 years of experience in the finance industry.
Zachary Kuhlman (CRD# 5773766) is an Investment Advisor Representative working at True North Advisors, LLC in Fort Worth, TX and has over 13 years of experience in the finance industry.
Joseph Morrison (CRD# 7825398) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. Joseph Morrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matt Peden (CRD# 1963156) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 29 years of experience in the finance industry.
Madeline Westerhold (CRD# 6894452) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. Madeline Westerhold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.